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MEMBER PROFILE

 

Matthew Kanter

Mariner

 

Member profile details

Membership level
Phoenix Sponsor
First name
Matthew
Second name/initial
E.
Last name
Kanter
Title
Senior Manager, Tax
Company
Mariner
XPX Chapter Email Lists
  • Phoenix News & Events
 

XPX ROLE

Leadership Role
Treasurer
Chapter Sponsorship Type
Silver
 

CONTACT INFORMATION

City
Scottsdale
State
Arizona
 

PROFILE INFORMATION

Call me when
Call me when you need a trusted tax partner to help structure transitions, reduce tax drag, and align owners’ financial, family, and charitable priorities.
Why I/we support XPX
I support XPX because I believe business transitions succeed when advisors collaborate with integrity and purpose to serve families, not just deals.
Profession
  • Accountant
Functional Expertise
  • Board of Directors (not for profit)
  • Bookkeeping
  • Charitable giving
  • Estate planning
  • Exit/Transition Planning
  • Family business
  • Fiduciary
  • Philanthropy
  • Private equity
  • Real estate
  • Retirement
  • Strategic planning
  • Tax
  • Trusts
Client Industry(ies)
  • Business Services
  • Computer/Electronics
  • Consumer Services
  • Education
  • Financial Services
  • Government
  • Health/Pharma/Biotech
  • Media and Entertainment
  • Non-profit
  • Real Estate/Construction
  • Retail
  • Software/Internet
  • Travel/Recreation/Leisure
Professional Certification(s)
CPA (OR & AZ), CFP(R), CKA(R)
In Business Since
2013
Business Focus
Helping clients steward wealth through intentional tax strategy, business transitions, and generosity planning.
Client Results
Deliver measurable outcomes through proactive tax strategy, liquidity event planning, and long-term legacy structures.